Fortitude Advisory Group’s BlackRock Core Bond Trust BHK Stock Holding History

Fortitude Advisory Group’s Portfolio BHK Stock Details BHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,272	Closed	-$82K	–	325
2022 Q1	$82K	Hold	6,272	–	–	0.04%	393
2021 Q4	$104K	Buy	+6,272	New	+$103K	0.05%	338

Other funds holding BHK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortitude Advisory Group's BHK Position: Q2 2022 in Review

Fortitude Advisory Group sold out of BlackRock Core Bond Trust (BHK) in Q2 2022, closing a stake of 6,272 shares — an estimated $82K sold.

Fortitude Advisory Group first reported a position in BHK in Q4 2021 and held it in 2 quarters. The position peaked at $104K in Q4 2021. 107 funds tracked by Wall St. Rank hold BHK as of Q2 2022.

Fortitude Advisory Group reported no remaining BlackRock Core Bond Trust position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 6,272 BlackRock Core Bond Trust shares in Q2 2022, an estimated $82K.
Fortitude Advisory Group first reported a position in BlackRock Core Bond Trust in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's BlackRock Core Bond Trust position peaked at $104K in Q4 2021.
107 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.